ZIONS CAPITAL ADVISORS, INC.
CRD #131308 SEC #801-63287 SALT LAKE CITY, UT 800-608-3202
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
16
Clients
0
Accounts
88
Firm Details
- Organization Type
- Corporation
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 7, 2025
- Branch Offices
- 1
- LEI
- 254900CO86PEK7HE0Z2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDREWS-HIGGINS, STEPHANIE, LISA | I | CHIEF COMPLIANCE OFFICER | NA | |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BALBUENA, MILTON, RAFAEL | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| BROWN, OWEN, STUART | I | COO & CFO | NA | Control |
| BROWN, OWEN, STUART | I | COO & CFO | NA | Control |
| BROWN, OWEN, STUART | I | COO & CFO | NA | Control |
| BURNETT, SCOTT, RAYMOND | I | EXECUTIVE OFFICER | NA | Control |
| BURNETT, SCOTT, RAYMOND | I | EXECUTIVE OFFICER | NA | Control |
| BURNETT, SCOTT, RAYMOND | I | EXECUTIVE OFFICER | NA | Control |
| BURNETT, SCOTT, RAYMOND | I | EXECUTIVE OFFICER | NA | Control |
| BURNETT, SCOTT, RAYMOND | I | EXECUTIVE OFFICER | NA | Control |
| BURNETT, SCOTT, RAYMOND | I | PRESIDENT AND MANAGING DIRECTOR | NA | |
| BURNETT, SCOTT, RAYMOND | I | PRESIDENT AND MANAGING DIRECTOR | NA | |
| BURNETT, SCOTT, RAYMOND | I | PRESIDENT AND MANAGING DIRECTOR | NA | |
| BURNETT, SCOTT, RAYMOND | I | PRESIDENT AND MANAGING DIRECTOR | NA | |
| BURNETT, SCOTT, RAYMOND | I | PRESIDENT AND MANAGING DIRECTOR | NA | |
| BURNETT, SCOTT, RAYMOND | I | PRESIDENT AND MANAGING DIRECTOR | NA | |
| BURNETT, SCOTT, RAYMOND | I | PRESIDENT AND MANAGING DIRECTOR | NA | |
| BURNETT, SCOTT, RAYMOND | I | PRESIDENT AND MANAGING DIRECTOR | NA | |
| BURNETT, SCOTT, RAYMOND | I | PRESIDENT AND MANAGING DIRECTOR | NA | |
| BURNETT, SCOTT, RAYMOND | I | PRESIDENT AND MANAGING DIRECTOR | NA | |
| BURNETT, SCOTT, RAYMOND | I | PRESIDENT AND MANAGING DIRECTOR | NA | |
| BURNETT, SCOTT, RAYMOND | I | PRESIDENT AND MANAGING DIRECTOR | NA | |
| BURNETT, SCOTT, RAYMOND | I | PRESIDENT AND MANAGING DIRECTOR | NA | |
| BURNETT, SCOTT, RAYMOND | I | PRESIDENT AND MANAGING DIRECTOR | NA | |
| CASTLE, JULIE, GAMLIN | I | CHIEF OPERATING OFFICER | NA | |
| CASTLE, JULIE, GAMLIN | I | CHIEF OPERATING OFFICER | NA | |
| CASTLE, JULIE, GAMLIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CASTLE, JULIE, GAMLIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CASTLE, JULIE, GAMLIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CASTLE, JULIE, GAMLIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CASTLE, JULIE, GAMLIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CASTLE, JULIE, GAMLIN | I | CHIEF OPERATING OFFICER | NA | |
| CASTLE, JULIE, GAMLIN | I | CHIEF OPERATING OFFICER | NA | |
| CASTLE, JULIE, GAMLIN | I | CHIEF OPERATING OFFICER | NA | |
| CASTLE, JULIE, GAMLIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CASTLE, JULIE, GAMLIN | I | CHIEF OPERATING OFFICER | NA | |
| CASTLE, JULIE, GAMLIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CASTLE, JULIE, GAMLIN | I | CHIEF OPERATING OFFICER | NA | |
| CASTLE, JULIE, GAMLIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONTILLO, LISA, ANN | I | EXECUTIVE OFFICER | NA | Control |
| CONTILLO, LISA, ANN | I | EXECUTIVE OFFICER | NA | Control |
| CRUZ, JULIANNE | I | MANAGING DIRECTOR | NA | |
| CRUZ, JULIANNE | I | MANAGING DIRECTOR | NA | |
| CRUZ, JULIANNE | I | MANAGING DIRECTOR | NA | |
| CRUZ, JULIANNE | I | MANAGING DIRECTOR | NA | |
| CRUZ, JULIANNE | I | MANAGING DIRECTOR | NA | |
| CRUZ, JULIANNE | I | MANAGING DIRECTOR | NA | |
| CRUZ, JULIANNE | I | MANAGING DIRECTOR | NA | |
| CRUZ, JULIANNE | I | DIRECTOR, ADVISORY SERVICE | NA | |
| CRUZ, JULIANNE | I | MANAGING DIRECTOR | NA | |
| CRUZ, JULIANNE | I | MANAGING DIRECTOR | NA | |
| CRUZ, JULIANNE | I | MANAGING DIRECTOR | NA | |
| CRUZ, JULIANNE | I | MANAGING DIRECTOR | NA | |
| CRUZ, JULIANNE | I | DIRECTOR, ADVISORY SERVICE | NA | |
| CRUZ, JULIANNE | I | DIRECTOR, ADVISORY SERVICE | NA | |
| CRUZ, JULIANNE | I | DIRECTOR, ADVISORY SERVICE | NA | |
| CRUZ, JULIANNE | I | DIRECTOR, ADVISORY SERVICE | NA | |
| CRUZ, JULIANNE | I | DIRECTOR, ADVISORY SERVICE | NA | |
| CRUZ, JULIANNE | I | DIRECTOR, ADVISORY SERVICE | NA | |
| CRUZ, JULIANNE | I | DIRECTOR, ADVISORY SERVICE | NA | |
| CRUZ, JULIANNE | I | DIRECTOR, ADVISORY SERVICE | NA | |
| CRUZ, JULIANNE | I | DIRECTOR, ADVISORY SERVICE | NA | |
| CRUZ, JULIANNE | I | DIRECTOR, ADVISORY SERVICE | NA | |
| CRUZ, JULIANNE | I | DIRECTOR, ADVISORY SERVICE | NA | |
| CRUZ, JULIANNE | I | DIRECTOR, ADVISORY SERVICE | NA | |
| CRUZ, JULIANNE | I | DIRECTOR, ADVISORY SERVICE | NA | |
| DAVIS-SCHMIDT, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIS-SCHMIDT, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAVIS-SCHMIDT, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELIAS, EUGENE, HENRI | I | EXECUTIVE OFFICER | NA | Control |
| ELIAS, EUGENE, HENRI | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| ELIAS, EUGENE, HENRI | I | DIRECTOR & EXECUTIVE OFFICER | NA | Control |
| FEIGER, GEORGE, MARK | I | PRESIDENT/DIRECTOR | NA | Control |
| FEIGER, GEORGE, MARK | I | PRESIDENT/DIRECTOR | NA | Control |
| FEIGER, GEORGE, MARK | I | PRESIDENT/DIRECTOR | NA | Control |
| FEIGER, GEORGE, MARK | I | PRESIDENT/DIRECTOR | NA | Control |
| FEIGER, GEORGE, MARK | I | PRESIDENT/DIRECTOR | NA | Control |
| FEIGER, GEORGE, MARK | I | PRESIDENT/DIRECTOR | NA | Control |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASH, JENNIFER, KYLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOBURG, CARL, THOMAS | I | DIRECTOR | NA | Control |
| HOBURG, CARL, THOMAS | I | DIRECTOR | NA | Control |
| JOLLY, CHERIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOLLY, CHERIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOLLY, CHERIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOLLY, CHERIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOLLY, CHERIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOLLY, CHERIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KESSLER, MICHAEL, ERIC | I | DIRECTOR OF FIXED INCOME | NA | Control |
| KESSLER, MICHAEL, ERIC | I | DIRECTOR OF FIXED INCOME | NA | Control |
| KESSLER, MICHAEL, ERIC | I | DIRECTOR OF FIXED INCOME | NA | Control |
| KESSLER, MICHAEL, ERIC | I | DIRECTOR OF FIXED INCOME | NA | Control |
| MAGEE, DAVID, BRYAN | I | DIRECTOR & PRESIDENT | NA | Control |
| MAGEE, DAVID, BRYAN | I | EXECUTIVE OFFICER | NA | Control |
| MAGEE, DAVID, BRYAN | I | DIRECTOR & PRESIDENT | NA | Control |
| MAGEE, DAVID, BRYAN | I | DIRECTOR & PRESIDENT | NA | Control |
| MAGEE, DAVID, BRYAN | I | DIRECTOR & PRESIDENT | NA | Control |
| MAGEE, DAVID, BRYAN | I | DIRECTOR & PRESIDENT | NA | Control |
| MAGEE, DAVID, BRYAN | I | DIRECTOR & PRESIDENT | NA | Control |
| MAGEE, DAVID, BRYAN | I | DIRECTOR | NA | Control |
| MAGEE, DAVID, BRYAN | I | EXECUTIVE OFFICER | NA | Control |
| MAGEE, DAVID, BRYAN | I | EXECUTIVE OFFICER | NA | Control |
| MAGEE, DAVID, BRYAN | I | EXECUTIVE OFFICER | NA | Control |
| MAGEE, DAVID, BRYAN | I | DIRECTOR | NA | Control |
| OVIATT, CHAD, JEFFERY | I | PRESIDENT | NA | |
| OVIATT, CHAD, JEFFERY | I | PRESIDENT | NA | |
| OVIATT, CHAD, JEFFERY | I | PRESIDENT | NA | |
| PRICE, RUSSELL, WARREN | I | DIRECTOR, ADVISORY SERVICE | NA | Control |
| PRICE, RUSSELL, WARREN | I | DIRECTOR, ADVISORY SERVICE | NA | Control |
| PRICE, RUSSELL, WARREN | I | DIRECTOR, ADVISORY SERVICE | NA | Control |
| PRICE, RUSSELL, WARREN | I | DIRECTOR, ADVISORY SERVICE | NA | Control |
| PRICE, RUSSELL, WARREN | I | DIRECTOR, ADVISORY SERVICE | NA | Control |
| PRICE, RUSSELL, WARREN | I | DIRECTOR, ADVISORY SERVICE | NA | Control |
| PRICE, RUSSELL, WARREN | I | DIRECTOR, ADVISORY SERVICE | NA | Control |
| ROAT, BRUCE, WILLIAM | I | DIRECTOR | NA | Control |
| ROAT, BRUCE, WILLIAM | I | EXECUTIVE OFFICER | NA | Control |
| ROAT, BRUCE, WILLIAM | I | EXECUTIVE OFFICER | NA | Control |
| ROAT, BRUCE, WILLIAM | I | EXECUTIVE OFFICER | NA | Control |
| ROAT, BRUCE, WILLIAM | I | DIRECTOR | NA | Control |
| RODRIGUEZ, ROSEMARIE, GARCIA | I | GENERAL COUNSEL | NA | Control |
| RODRIGUEZ, ROSEMARIE, GARCIA | I | DIRECTOR & GENERAL COUNSEL | NA | Control |
| RODRIGUEZ, ROSEMARIE, GARCIA | I | DIRECTOR & GENERAL COUNSEL | NA | Control |
| RODRIGUEZ, ROSEMARIE, GARCIA | I | DIRECTOR & GENERAL COUNSEL | NA | Control |
| RODRIGUEZ, ROSEMARIE, GARCIA | I | DIRECTOR & GENERAL COUNSEL | NA | Control |
| RODRIGUEZ, ROSEMARIE, GARCIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RODRIGUEZ, ROSEMARIE, GARCIA | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| RODRIGUEZ, ROSEMARIE, GARCIA | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| RODRIGUEZ, ROSEMARIE, GARCIA | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| RODRIGUEZ, ROSEMARIE, GARCIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SATTAR, FARAZ | I | CHIEF FINANCIAL OFFICER | NA | |
| SATTAR, FARAZ | I | CHIEF FINANCIAL OFFICER | NA | |
| SATTAR, FARAZ | I | CHIEF FINANCIAL OFFICER | NA | |
| SATTAR, FARAZ | I | CHIEF FINANCIAL OFFICER | NA | |
| SATTAR, FARAZ | I | CHIEF FINANCIAL OFFICER | NA | |
| SATTAR, FARAZ | I | CHIEF FINANCIAL OFFICER | NA | |
| SATTAR, FARAZ | I | CHIEF FINANCIAL OFFICER | NA | |
| SATTAR, FARAZ | I | CHIEF FINANCIAL OFFICER | NA | |
| SATTAR, FARAZ | I | CHIEF FINANCIAL OFFICER | NA | |
| SATTAR, FARAZ | I | CHIEF FINANCIAL OFFICER | NA | |
| SATTAR, FARAZ | I | CHIEF FINANCIAL OFFICER | NA | |
| SATTAR, FARAZ | I | CHIEF FINANCIAL OFFICER | NA | |
| SATTAR, FARAZ | I | CHIEF FINANCIAL OFFICER | NA | |
| SATTAR, FARAZ | I | CHIEF FINANCIAL OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | LEGAL COUNSEL | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAYLOR, LINCOLN, EARL | I | LEGAL COUNSEL | NA | |
| TAYLOR, LINCOLN, EARL | I | LEGAL COUNSEL | NA | |
| TAYLOR, LINCOLN, EARL | I | LEGAL COUNSEL | NA | |
| TRINE, THOMAS, LEWIS | I | DIRECTOR | NA | Control |
| TRINE, THOMAS, LEWIS | I | DIRECTOR | NA | Control |
| VALERI, ANTHONY, GINO | I | PRESIDENT & DIRECTOR OF INVESTMENT MANAGEMENT | NA | Control |
| VALERI, ANTHONY, GINO | I | PRESIDENT & DIRECTOR OF INVESTMENT MANAGEMENT | NA | Control |
| VALERI, ANTHONY, GINO | I | PRESIDENT & DIRECTOR OF INVESTMENT MANAGEMENT | NA | Control |
| VALERI, ANTHONY, GINO | I | PRESIDENT & DIRECTOR OF INVESTMENT MANAGEMENT | NA | Control |
| VALERI, ANTHONY, GINO | I | PRESIDENT & DIRECTOR OF INVESTMENT MANAGEMENT | NA | Control |
| WARNE, DAVID, NORRIS | I | DIRECTOR, ADVISORY SERVICE | NA | |
| WARNE, DAVID, NORRIS | I | DIRECTOR, ADVISORY SERVICE | NA | |
| WARNE, DAVID, NORRIS | I | DIRECTOR, ADVISORY SERVICE | NA | |
| WARNE, DAVID, NORRIS | I | DIRECTOR, ADVISORY SERVICE | NA | |
| WARNE, DAVID, NORRIS | I | DIRECTOR, ADVISORY SERVICE | NA | |
| WARNE, DAVID, NORRIS | I | DIRECTOR, ADVISORY SERVICE | NA | |
| WARNE, DAVID, NORRIS | I | DIRECTOR, ADVISORY SERVICE | NA | |
| WARNE, DAVID, NORRIS | I | DIRECTOR, ADVISORY SERVICE | NA | |
| WARNE, DAVID, NORRIS | I | DIRECTOR, ADVISORY SERVICE | NA | |
| WARNE, DAVID, NORRIS | I | DIRECTOR, ADVISORY SERVICE | NA | |
| WARNE, DAVID, NORRIS | I | DIRECTOR, ADVISORY SERVICE | NA | |
| WARNE, DAVID, NORRIS | I | DIRECTOR, ADVISORY SERVICE | NA | |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| WELMAN HOLDINGS, INC. | DE | PARENT COMPANY | E | Control |
| ZB, NATIONAL ASSOCIATION | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| ZIONS BANCORPORATION, N. A. | DE | PARENT COMPANY | E | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
| FEIGER, GEORGE, MARK | I | DIRECTOR & CEO | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS FIRST NATIONAL BANK | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS FIRST NATIONAL BANK | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS FIRST NATIONAL BANK | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS FIRST NATIONAL BANK | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS FIRST NATIONAL BANK | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS FIRST NATIONAL BANK | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS FIRST NATIONAL BANK | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS FIRST NATIONAL BANK | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS FIRST NATIONAL BANK | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS FIRST NATIONAL BANK | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS BANCORPORATION | DE | ZIONS BANCORPORATION | E | Control |
| ZIONS FIRST NATIONAL BANK | DE | WELMAN HOLDINGS, INC. | E | Control |
| ZIONS FIRST NATIONAL BANK | DE | WELMAN HOLDINGS, INC. | E | Control |
| ZIONS FIRST NATIONAL BANK | DE | WELMAN HOLDINGS, INC. | E | Control |
| ZIONS FIRST NATIONAL BANK | DE | WELMAN HOLDINGS, INC. | E | Control |
| ZIONS FIRST NATIONAL BANK | DE | WELMAN HOLDINGS, INC. | E | Control |
| ZIONS FIRST NATIONAL BANK | DE | WELMAN HOLDINGS, INC. | E | Control |
| ZIONS FIRST NATIONAL BANK | DE | WELMAN HOLDINGS, INC. | E | Control |
| ZIONS FIRST NATIONAL BANK | DE | WELMAN HOLDINGS, INC. | E | Control |
| ZIONS FIRST NATIONAL BANK | DE | WELMAN HOLDINGS, INC. | E | Control |
| ZIONS FIRST NATIONAL BANK | DE | WELMAN HOLDINGS, INC. | E | Control |
Registrations
Federal
IA
May 7, 2025 REGISTERED
Notice Filings (19)
AZ CA CO FL ID LA MA MI NE NH NJ NM NV NY OR TX UT VA WA
Address
ZIONS CAPITAL ADVISORSONE SOUTH MAIN ST., 12TH FLOOR
SALT LAKE CITY, UT 84133
United States
Phone: 800-608-3202